Next Step started as a conversion management company
and clients quickly saw the value of applying our unique perspective
and expertise to avoid risks during vendor selections.

Founded on Experience
Next Step was founded in 1994 by banking technology veteran Peter Jeye to fill the service gaps between technology vendors and financial institutions during major system conversions. With insight gained through 15 years experience working on the vendor side, Peter recognized the need banks and credit unions have for an experienced conversion project manager on their side. A strong professional to oversee the numerous internal conversion and implementation responsibilities, all while ensuring no negative impact to customers/members.

Full Suite of Specialized Services
Clients quickly realized that Next Step’s unique conversion perspective would bring tremendous value during vendor selections, helping prevent problems from ever starting. In response, Next Step developed an enhanced process for vendor selections which was quickly embraced by banks and credit unions as a better approach to such high profile, costly projects. The company now offers A-Z services for institutions going through a system change, covering vendor comparison/selection, conversion/implementation, and process improvement.

Integrity is Always Upheld
The corporate vision from the very beginning has been to provide a completely unbiased resource with no financial or other ties to the vendors, yet with an “insider’s knowledge” of their solutions. In essence, to serve as an advocate that would be focused solely on the best interests of the financial institution. Admittedly, this central value requires us to say “no” to vendor requests for speaking engagements, dinner functions, requests for sales assistance, etc. However, we strongly believe we must never do anything to cause our clients to question our allegiance. We are told our steadfast position on integrity and vendor relationships is very rare in this industry.